Jacksonville Wealth Management’s SPDR S&P 500 ETF Trust SPY Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$14.5M	Buy	23,549 +1,678	+8%	+$1.04M	11.7%	1
2025 Q1	$12.2M	Buy	21,871 +446	+2%	+$249K	12.04%	1
2024 Q4	$12.6M	Buy	+21,425	New	+$12.6M	11.72%	1